Setmore
Setmore offers a free, online scheduling platform for you to connect with your customers.
Integrate the Setmore API with the Salesforce (REST API) API
Setup the Setmore API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Setmore and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Setmore with Salesforce (REST API)#
Popular Setmore and Salesforce (REST API) Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular Setmore and Salesforce (REST API) Actions#
Create a new appointment in Setmore Appointments. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Create a new customer in Setmore Appointments. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Setmore#
The Setmore API opens doors to automating appointment scheduling and calendar management, allowing you to sync appointments, customer information, and services across different platforms. This seamless integration through Pipedream can trigger workflows from new appointments, update external CRMs with customer data, or prep team communication channels with upcoming schedule details. By harnessing the Setmore API on Pipedream, you're equipping yourself to orchestrate complex operations with simplicity and precision.
Connect Setmore#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
setmoreappointments: {
type: "app",
app: "setmoreappointments",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://developer.setmore.com/api/v1/bookingapi/staffs`,
headers: {
Authorization: `Bearer ${this.setmoreappointments.$auth.oauth_access_token}`,
"Content-Type": `application/json`,
},
})
},
})
Overview of Salesforce (REST API)#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce (REST API)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})